Andrew and Ben begin with reactions to ChatGPT’s new image capabilities, a reminder of OpenAI’s strategic advantages vs. Google, Disney’s deal with Sora, and Gemini 3 Flash. From there: Netflix and its competition for attention, Netflix continues its foray into podcasting, and a question about movie theaters highlights costs that Netflix will have to internalize going forward. Then: Extended thoughts on SpaceX and the possibility of data centers in space, while a listener does some field reporting on AWS usage. At the end: Strategies for a successful remote work life, Tesla and Rivian’s aversion to CarPlay, the new United app and developer trade-offs, oenophile preferences, Taco Bell, Christmas traditions, and an attack on Andrew for hypocrisy.

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ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule — Stratechery Update

Disney and OpenAI, Totems in an AI World, Google Versus the World — Stratechery Update

Netflix and the Hollywood End Game — Stratechery

An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy — Stratechery Interview

An Interview with Ryan Jones About Flighty and Building Apps in 2025 — Stratechery Interview

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